Alex Gedevani @alexgedevani Twitter profile

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Alex Gedevani

6 months

1/ attention spans are nuking📉so I thought it’d be a brilliant idea to write more... been posting weekly screenshot essays here's a running thread of my bite-sized content on consumer crypto, interesting primitives, etc ⬇️

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Alex Gedevani

@alexgedevani

9 months

POV you are bridging crypto

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Alex Gedevani

@alexgedevani

2 years

1/ Put together a list of 250+ projects across different NFT verticals It's time to pay attention to the building blocks that will set the foundation for the next wave of users 👇

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Alex Gedevani

@alexgedevani

2 years

1/ With Blur at $133m TVL, i'm shifting focus to Tensor, the Blur of Solana really impressed with Tensor. NFT OB + AMM combined. i'd group it in the "fast follower" category after Blur team of 2 built a product that is already on par, if not more feature rich than Blur

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Alex Gedevani

@alexgedevani

5 months

on getting an edge in these attention diluted markets

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Alex Gedevani

@alexgedevani

5 years

Add @trylolli to the list of companies likely to infiltrate the masses first ~40% of its users are new to crypto Marketing & meme power on another level 🚀

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Alex Gedevani

@alexgedevani

1 year

1/ TIL ChimpersNFT is crushing socials More brands need to explore beyond the CT echo chamber 🔹for context, Pudgy Penguins has 49.8k followers, 1.3m likes on tik tok

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Alex Gedevani

@alexgedevani

6 years

Tale of two charts. @MessariCrypto Building in a bear market

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Alex Gedevani

@alexgedevani

3 years

1/ I’m not sure we’re ready for the magnitude of the degeneracy that is about to occur in the nft markets At current $looks price of $2.54, over $218m in trading rewards would be dished out over the next 30 days alone

LooksRare

@LooksRare

3 years

The first trading rewards calc period is live! Everyone trading any NFTs from eligible collections starting from 00:00am today until 00:00am UTC tomorrow will share 2,866,500 $LOOKS (currently over $5.7M USD) proportionate to their trading volume. 👀💎

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Alex Gedevani

@alexgedevani

1 year

remix culture is powerful

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Alex Gedevani

@alexgedevani

4 years

0/ @brave has been quietly making moves to expand its product suite They recently acquired a search engine and revealed plans to build out complementary crypto products for its userbase as outlined in BAT roadmap V2. My take 👇

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Alex Gedevani

@alexgedevani

3 years

0/ @Delphi_Digital just launched a new portal. 1 day left to lock in your Delphi Research sub price for at least a year before it doubles! Analysts on our team picked a report they worked on this year to make public to share with CT I picked Cosmos:

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Alex Gedevani

@alexgedevani

3 years

1/ NFTs are the killer app. Design space is wide-open. More parties will scramble to sell shovels in the gold rush Adoption is playing out differently than in past cycles where CEXs were in the driver's seat So what's coming next? (NFT infra, financialization of NFTs, etc) 👇

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Alex Gedevani

@alexgedevani

3 years

@AutomataEmily - Wallets are the web 3 superapps Wallet wars ensue. metamask, multichain, nft-specific etc. metamask token drop fuels frenzy and re-rates private/secondary market vals. vampire attacks on wallets prove to be easier and stickier than other categories

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Alex Gedevani

@alexgedevani

4 years

0/ New report out on the multi-year transition to ETH 2.0, liquid staking, and more Dive in for a weekend read!

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Alex Gedevani

@alexgedevani

5 months

losing track of the # of times i've heard this exact phrase probably something

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Alex Gedevani

@alexgedevani

10 months

Screenshot essay #2 : The case for consumer RWAs onboarding the long tail similar to how Top Shot did last cycle

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Alex Gedevani

@alexgedevani

10 months

"We've moved from being storytellers to being attention merchants, trading depth for breadth, trading patience for pace." great read

RM 🖤

@NilsEdison

10 months

New Blog Post below. Attention Halving... E.g. when compute evolces, attention halves...

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Alex Gedevani

@alexgedevani

5 years

Strong growth of addresses with balance of >= 1 BTC compared to >= 0.1 BTC Steady accumulation despite the media saying crypto is dead

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Alex Gedevani

@alexgedevani

10 months

doing any onchain transaction is a form of UGC important implications for how bottoms up web3 social platforms can shape up

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Alex Gedevani

@alexgedevani

2 years

Kind of concerning trend of major NFT projects launching on Ethereum, home of liquidity and users, and then outgrowing it -> exploring other chains BAYC, Cool Cats, Doodles 2..

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Alex Gedevani

@alexgedevani

2 years

north korea took this guy’s advice to heart

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Alex Gedevani

@alexgedevani

10 months

Don’t see how these two categories don’t attract an order of magnitude more attention in Q1: Nftfi - blur/blast. Feb liq unlock. You think they attracted $1b TVL to just have it all go elsewhere on unlock? Metaverse - $3T company launches Apple vision pro

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Alex Gedevani

@alexgedevani

4 years

0/ New Ethereum ecosystem analysis report out. Catch up on the latest with $ETH and DeFi Dive in for a weekend read:

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Alex Gedevani

@alexgedevani

5 years

Just now reading up on $LINK late... Worth keeping an eye on. Hope there’s a major correction Good intro below that I found

Our Investment in ChainLink

Who we are:

link.medium.com

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Alex Gedevani

@alexgedevani

1 year

the biggest problem with crypto is not volatility but answering the question for people but what can I do with it? refreshing episode on building for things people want

Lightspeed

@Lightspeedpodhq

1 year

New episode with @ted_livingston just dropped! We discuss: - the secret to Kik's success - why Ted's building @getcode on Solana - designing consumer products - the #1 problem holding crypto back Spotify: Youtube:

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Alex Gedevani

@alexgedevani

8 months

thinking out loud about the potential for fantasy [social]. wyt?

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Alex Gedevani

@alexgedevani

4 months

create fun - pump fun for meme content (using NFTs) use multi-modal ai generative model - (start narrow scope but can go broader w time: image, audio, video, gif, sticker memes) process - assets created as offchain content first - active users earn limited energy per day they

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Alex Gedevani

@alexgedevani

2 years

wow opensea has <$2k 24hr volume on Solana goes to show how hard it is to scoop mindshare in diff ecos

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Alex Gedevani

@alexgedevani

2 months

in singapore + tokyo later. would love to catch up. dms open! keen to jam w founders on consumer crypto 🔹socialfi 🔹gambling/sports 🔹entmt 🔹wellness 🔹gaming 🔹livestreaming ++ 🔹NFT primitives 🔹gen z & a gtm 🔹tiktok/YT savvy 🔹UGC/CGC 🔹cons. depin 🔹social VR

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Alex Gedevani

@alexgedevani

5 years

Broke: Wasting money on scratch-off tickets Woke: Joining @PoolTogether_

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Alex Gedevani

@alexgedevani

3 years

Discord

@discord

3 years

time to go outside everyone

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Alex Gedevani

@alexgedevani

2 years

portfolio management platforms engagement metrics: zapper, debank, zerion (may-jul)

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Alex Gedevani

@alexgedevani

4 years

0/ Get ready for some even stronger growth of ETH supply sinks. When supply-side liquidity crisis? We have ETH Leveraged in DeFi, staking is coming in Phase 0 of ETH 2.0 and now the yETH vault is here. Check out my latest @Delphi_Digital Daily:

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Alex Gedevani

@alexgedevani

10 months

Screenshot essay #3 : Can apps that treat AI as 1st class citizens and crypto as 2nd class, onboard the most users this cycle?

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Alex Gedevani

@alexgedevani

2 years

3/ it's just silly jpegs right anon?

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Alex Gedevani

@alexgedevani

1 year

the OG fomo ramp

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Alex Gedevani

@alexgedevani

2 years

Mirror mirror on the wall Show coolest art of them all 🤝

Ben Zank

@ben_zank

2 years

I'm absolutely shattered. Thank you @alexgedevani

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Alex Gedevani

@alexgedevani

5 months

1/ At @Sfermion_ we're pumped to back @GabinMarignier @iamlaurentbo & team at Focus Tree🌳 in a world of 24/7 distractions, time is valuable. Focus Tree helps users get better at allocating their time to things that matter the most some more thoughts on why we're excited 👇

Focus Tree 🌳

@focustree_app

5 months

Thrilled to announce our $2M seed round led by @Sfermion_ with @VoltCapital , @PsalionVC , and more! We're building the first social focus app to help millions put down their phone 🌱 Phase 1 of our community airdrop campaign starting in 72h ⏳ 🧵👇

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Alex Gedevani

@alexgedevani

6 months

once you experience real time money streams by the second, it makes discrete transactions feel boomer wrote about streaming money and how a cool new socialfi app, alfafrens is showcasing its power to creators

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Alex Gedevani

@alexgedevani

4 years

0/ In '18, Vitalik and co went viral for doing the Badger dance at Edcon Today, Badgers are back in the spotlight but for other reasons $720m TVL for @BadgerDAO . Digg in here to learn more about the project

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Alex Gedevani

@alexgedevani

5 months

NFT brands are continuing to expand their global reach. the race is on data on socials 👇

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Alex Gedevani

@alexgedevani

4 years

I haven’t seen much discussion on the second order impacts of nba top shot’s success on @flow_blockchain This is how you attract the interest of devs, other sports leagues, conglomerates like Disney, and gain leverage in negotiating IP deals

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Alex Gedevani

@alexgedevani

4 years

@Darrenlautf Here's a deep dive we did on L2s ser. Think we may need to do a follow up note soon

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Alex Gedevani

@alexgedevani

10 months

wall street's avg 12 month target price on $COIN is 103.61. discuss

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Alex Gedevani

@alexgedevani

3 years

1/ Pretty remarkable that @nbatopshot has more historical sales volume at $608m than CryptoPunks, Meebits, Hashmasks, Sorare, Cryptokitties, BAYC, & ArtBlocks combined It's permeated into the NBA culture & fanbase

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Alex Gedevani

@alexgedevani

3 years

The importance of Brave choosing Solana as the default blockchain for its new wallet is being underlooked Brave browser has >20% of Firefox MAU & user growth is up only. 46m MAU, 14.7m DAU Big W for Solana. Browser w/ native wallet is an easy onramp into the Solana ecosystem

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Alex Gedevani

@alexgedevani

3 years

Photography NFTs are quickly growing on me Where My Vans Go by @DrifterShoots really highlights the importance of a themed collection and effort that goes into producing such powerful shots

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Alex Gedevani

@alexgedevani

7 months

looked into Telegram’s upcoming 50% ad rev sharing rollout and implications for crypto 👀

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Alex Gedevani

@alexgedevani

4 months

more users come in. no, not like that more apps launch. no, not like that more tokens launch. no, not like that a big theme is everyone getting mad at everything. imo a goal is not be a maxi & become jaded (tho hard tbf) adoption doesnt alway come the way we envision it

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Alex Gedevani

@alexgedevani

25 days

1/ if you are looking for more signal and to refine your CT content consumption diet, here’s who you should follow👇

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Alex Gedevani

@alexgedevani

10 months

Notcoin: stupid simple, stupid viral how it has become the fastest growing "crypto" app this year👇

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Alex Gedevani

@alexgedevani

2 years

1/ NFT volumes nuked but fairly convicted that volumes in future cycles will dwarf that of last bull cycle for ref, Opensea pico top of $4.9b vol for Jan' 22 vs $320m Oct '22 a reason why? NFT infra already has visibly done a 10x this past year and only getting rapidly better

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Alex Gedevani

@alexgedevani

2 months

i like nfts

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Alex Gedevani

@alexgedevani

5 years

Rising tide (growth of DeFi projects) lifts all boats (DEX projects) Road to DeFi needs more liquidity Ex. @KyberNetwork network effects -> more volume -> more KNC demand/burn

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Alex Gedevani

@alexgedevani

7 months

if you are looking for something fun to try on solana @burger606 is launching an onchain squid games today with a prize pool up to 5k SOL (~$925k) starts with chance based games and later more skill based unique nft primitives in play (like self-destructible nfts)

Blessed Burgers

@blessed_burgers

7 months

Solana will never be the same again. Introducing: First ever Squid games on Sol Eliminate others and win the GRAND prize 🏆 Innovation on the @wenwencoin WNS standard. Solana Token Extensions. Self-destructible NFTs. Best burgers. 🔔 Launching through Tensor, today 5pm UTC

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Alex Gedevani

@alexgedevani

2 years

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Alex Gedevani

@alexgedevani

4 years

My Delphi Daily: KeeperDAO: A Cooperation Black Hole @Keeper_DAO on-chain liquidity underwriter for DeFi. It acts as a decentralized insurance fund for DeFi, enabling users to pool capital to share profits from liquidations and arbs @Delphi_Digital

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Alex Gedevani

@alexgedevani

4 months

improve your digital wellness use @focustree_app

anu

@anuatluru

4 months

People are going to start aggressively revoking access to their attention. Ping minimalism is coming.

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Alex Gedevani

@alexgedevani

4 years

0/ As we shift to community owned models, treasury management has risen to prominence. We are moving past the days of ’17 ICO projects simply sitting on $ETH and selling over time to fund operations. For my recent @Delphi_Digital Daily, I dive into this.

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Alex Gedevani

@alexgedevani

2 years

arbitrum crushed eco growth 👇 🔸masterclass in community building 🔸well-balanced across pillars: defi, gaming, stables, etc 🔸hit a few moonshot apps that attracted more users/liquidity/devs over in a world of abundant blockspace, spraying tokens alone is not enough (metis)

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Alex Gedevani

@alexgedevani

3 years

@0x_Osprey Glad white hats jumped in some SOL maxis gotta chill though. Putting others down after a brutal hack on badger the other day and bragging about no hacks. meanwhile almost 20% of solana's entire TVL was at risk

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Alex Gedevani

@alexgedevani

2 years

Speaking of, scooped the @braindrops_art day zero set this week Don’t sleep on AI art

Justin Trimble

@justintrimble

2 years

Almost exactly 2 years ago, a day zero set (all 3 collections) of @artblocks_io was abt 0.2 ETH to mint. Today that same set would cost a little over 33 ETH, which is enough to be an Ethereum 2.0 validator. Only a few hundred people have a day zero set. Lucky to be one of them.

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Alex Gedevani

@alexgedevani

4 months

memecoins clicker/tap games nfts these all share simplicity and low barriers to entry. crushing gigabrain stuff in mindshare and that's fine, these are great for top of the funnel. ppl will eventually make their way into other things too

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Alex Gedevani

@alexgedevani

4 months

finally got a top 20 finish in fantasy. my strat: creators: - bold: consistency, capture all CT metas - rasmr & threadguy: vocal & high freq posters, engaging all of CT SHL0MS: king of misinformation foobar: mix of technical threads & shitposting, public debatoor

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Alex Gedevani

@alexgedevani

5 years

@KyberNetwork 2/ For months, Kyber had been seeing explosive fundamental growth with DeFi integrations KyberDAO has been on the long term roadmap for a while new token econ: Deflationary model -> token burn & stake rewards are tied to network usage and governed by the KyberDAO =🍒 on top

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Alex Gedevani

@alexgedevani

3 years

Play in pockets of the market where you think you have an edge By chasing too much at once, you’ll dilute your own ability to generate alpha and won’t have conviction to go in with right sizing

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Alex Gedevani

@alexgedevani

2 years

4/ if i missed your project or a label needs a correction shoot me a dm if it wasn't clear already, NFTs can be a gateway for normies into crypto h/t @researcher_paul The matrix is not all inclusive given the rapid growth in # of projects and verticals, good problem to have

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Alex Gedevani

@alexgedevani

2 years

2/ Some notable verticals included: 🔹marketplaces 🔹analytics / insights tools 🔹NFT Finance 🔹NFT pricing 🔹Wallets 🔹NFT search and indexing 🔹NFT storage 🔹Collaborative content creation

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Alex Gedevani

@alexgedevani

7 months

how crypto works

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Alex Gedevani

@alexgedevani

2 years

newest add: “Flow”by @toastoasr

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Alex Gedevani

@alexgedevani

2 years

POV: you're trying out crypto for the first time

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Alex Gedevani

@alexgedevani

6 months

just one more L2 bro. i promise bro just one more L2 and it'll fix everything bro. bro. just one more L2. please just one more. one more L2 and we can fix this whole problem bro. bro cmon just give me one more L2 i promise bro.

qw

@QwQiao

6 months

l2beat currently shows 95 l2s (52 active and 43 upcoming) but just as a quick sanity check the list misses a number of high profile well funded l2s that went public recently on top of that there r number of teams i personally know of that r building or strongly considering

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Alex Gedevani

@alexgedevani

2 years

TFW you buy the usdc dip, immediately go underwater, and are waiting for monday

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Alex Gedevani

@alexgedevani

5 months

Tap to earn/clicker based games are the most viral breakout category re crypto retail interest and it's not even close notcoin the OG, inspired many variations Hamster kombat, a more adv. clicker game has 22m+ TG subs, claims 60m+ total users

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Alex Gedevani

@alexgedevani

6 months

wrote about how the rise of exogenous rev streams via socialfi is giving creators more surface area to monetize (hydra effect) for example, it's easier than ever for fans to support and invest in creators like @boldleonidas

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Alex Gedevani

@alexgedevani

4 months

lots of great apps emerging in the creator/collector space create, collect, earn

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Alex Gedevani

@alexgedevani

3 years

Everyone wants to find the next Chainlink of a bear market The strongest communities resemble cults. it's all a fight for attention & NFTs are excelling at bottling it up Think many of the next cults come from NFT communities that achieve escape velocity

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Alex Gedevani

@alexgedevani

5 years

$KNC of @KyberNetwork has been one of the strongest performers in crypto ROI if held from Dec 3rd to today: + 335% 🚀 What happened? Why was Dec 3rd such a big clue?

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Alex Gedevani

@alexgedevani

6 years

Working ads model on track for April 23th per @brave github roadmap. Worldwide BAT/Brave meet ups set for April 24th. $77m left in $BAT User Growth Pool. Plenty of ammo. It is still so early. #PayAttention

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Alex Gedevani

@alexgedevani

3 years

Hot ball of money Do you want to be right or make money Ty @cmsholdings for concise alpha

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Alex Gedevani

@alexgedevani

4 months

riffing on nfts (while we wait for the creators to come back in mass)

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Alex Gedevani

@alexgedevani

2 years

1/ CEXs struggle to capture share in NFTs Kucoin partnered with Fracton, a NFT-based liquidity protocol to provide easier access to retail Last 3 days, this has led to ~580 ETH in buy pressure, pumping a few NFT collections. Let's dive into its product and secondary affects

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Alex Gedevani

@alexgedevani

6 months

if it dips i drip 🩸 if it rips i drip 💧

DRiP 💧

@drip_haus

6 months

Checking your wallet like

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Alex Gedevani

@alexgedevani

24 days

social media is the new sports 🔹playing sports = producing content 🔹leagues = diff social media platforms 🔹athletes = creators 🔹plays = content 🔹scores = attention why i think metagames built around social media are a big opportunity in a new post below 👇

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Alex Gedevani

@alexgedevani

4 years

Over the past 30D, Metamask is generating on average $270k daily from swap fees🤑 That's with just ~2400 Metamask swap DAUs. Crypto wallet competition will heat up as more people realize the size of the market

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Alex Gedevani

@alexgedevani

3 years

1/ some ideas: security tips for new wallet users Rabbithole & wallets collab to create a gamified course for best practices Dynamic NFTs as "instructions" airdropped to new wallets. Verified by opensea & require acknowledgement before 1st tx. Upgradeable to avoid stale info

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Alex Gedevani

@alexgedevani

20 days

kaito is the nansen of this cycle in terms of impact what nansen did for onchain, kaito did for offchain (AI curated alpha)

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Alex Gedevani

@alexgedevani

1 year

exclusivity was a big theme last cycle accessibility will be a big theme in the next market cycle across collecting, playing, creating, and more

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Alex Gedevani

@alexgedevani

10 months

which analytics platforms track NFT market cap by chain?

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Alex Gedevani

@alexgedevani

4 years

3/ Yield Farming Machine ☑️ ETH Supply Sink ☑️ ETH Buy Pressure ☑️ H/T @JimmyRagosa

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Alex Gedevani

@alexgedevani

2 years

if you have an art blocks piece make sure you do the free friendship bracelets mint 🫡 claim window expires Jan 10th

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Alex Gedevani

@alexgedevani

2 months

each infra chain should be able to succinctly describe a compelling app idea that only their chain can uniquely enable would be an easier way to understand value prop in a sea of competition imo

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Alex Gedevani

@alexgedevani

11 months

1/ Collected some of my favorite concepts from @0xDesigner Deafbeef's First First satirical nfts were prescient on the evolution of crypto culture think 0xDesigner's Design Everydays are prescient on the evolution of web3 usability+usefulness

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Alex Gedevani

@alexgedevani

10 months

i've solved the blockchain trilemma

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Alex Gedevani

@alexgedevani

2 years

Let’s put up all of SBF’s tweets on @ArweaveTeam Mass adoption 📈, just not in the way we expected

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Alex Gedevani

@alexgedevani

11 months

Top PFP collections' floor MC as % of blockchain MC ETH 0.45% - Punks SOL 0.29% - Madlads BTC 0.01% - Bitcoin frogs

Stats

@punk9059

11 months

Highest floor prices across PFPs. Some recent entrants: Mocaverse jumps to #9 . Bitcoin Frogs at #10 . Tensorians are now at #12 . And Mad Lads still near the top at #6 . Only includes projects w 8000+ supply. Floor price, not market cap.

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Alex Gedevani

@alexgedevani

5 months

intersubjective tapping: what the people want

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Alex Gedevani

@alexgedevani

2 years

5/ If you found the doc useful, make sure to keep an eye out for upcoming threads & post will touch on findings from this exercise, what's missing in the space, and what i believe are the most compelling opportunities in the nft design space going fwd

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Alex Gedevani

@alexgedevani

9 months

farcaster channels are a digital land grab micro-communities forming around them exciting to watch it play out

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